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California Water Service
CWT

Overview Fund Activity

275 hedge funds and large institutions have $2.27B invested in California Water Service in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 96 increasing their positions, 98 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
-7
Holders Change %
-2.48%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
33
Increased
96
Reduced
98
Closed
36
Calls
$455K
Puts
$409K
Net Calls
+$46K
Net Calls Change
-$27K

Top Buyers

1
NI
1
Nuance Investments
Missouri
$140M
2
TIM
2
Triodos Investment Management
Netherlands
$20.8M
3
Amundi
3
Amundi
France
$91.8M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$149M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$335M

Top Sellers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$442K
2
Morgan Stanley
2
Morgan Stanley
New York
$34.1M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$40M
4
Empower Advisory Group
4
Empower Advisory Group
Colorado
$657K
5
Jane Street
5
Jane Street
New York
$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
176
Ameritas Investment Partners
Nebraska
$278K – – –
VPIM
177
Vanguard Personalized Indexing Management
California
$277K -$12.7K -273 -4%
KWA
178
Kingswood Wealth Advisors
California
$275K -$46.5K -1,000 -14%
CA
179
Cetera Advisors
Colorado
$272K +$272K +5,853 New
Lido Advisors
180
Lido Advisors
California
$260K -$78.2K -1,682 -23%
AWS
181
Atria Wealth Solutions
New York
$259K -$187K -4,028 -42%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$244K -$50.1K -1,078 -17%
DTL
183
Dynamic Technology Lab
Singapore
$240K +$240K +5,173 New
EI
184
Ethic Inc
New York
$239K -$170K -3,658 -42%
CGH
185
Crossmark Global Holdings
Texas
$235K +$13.3K +286 +6%
WSC
186
Wellington Shields & Co
New York
$232K – – –
MWM
187
Mission Wealth Management
California
$231K – – –
KC
188
Kepos Capital
New York
$224K -$6.27K -135 -3%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$215K – – –
AI
190
Atom Investors
Texas
$212K +$21.7K +467 +11%
PF
191
Phoenix Financial
Israel
$203K +$203K +4,385 New
AWP
192
Abacus Wealth Partners
California
$203K +$203K +4,359 New
CFM
193
Catalyst Funds Management
Australia
$202K +$202K +4,340 New
HI
194
Humankind Investments
New York
$200K +$200K +4,312 New
BA
195
Bridgewater Associates
Connecticut
$200K -$529K -11,390 -73%
SO
196
STRS Ohio
Ohio
$199K -$606K -13,100 -75%
SPIA
197
Steward Partners Investment Advisory
New York
$194K +$511 +11 +0.3%
TRCT
198
Tower Research Capital (TRC)
New York
$146K -$1.26M -27,008 -90%
MLICM
199
Metropolitan Life Insurance Company (MetLife)
New York
$140K -$15.7K -337 -10%
GRP
200
Global Retirement Partners
California
$135K +$43.5K +935 +47%
6 7
8
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